Associate, Retail Sales - Toronto, Canada - Picton Mahoney Asset Management

Picton Mahoney Asset Management

Verified Company

Toronto, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Our Company

Picton Mahoney Asset Management ("PMAM") was founded in 2004 to provide unique investment solutions to institutional, retail and high net worth investors in Canada and around the world.

We are proud to say that we are 100% employee-owned and manage approximately $10 billion in sub-advisory, pension plan and hedge fund assets on behalf of our clients.

We are honoured to make the ranks as one of Canada's Top-8 Employers as recognized through Great Place to Work in 2020 and 2021, Canada's 2020 and 2021 Best Workplaces in Financial Services & Insurance, 2021 Best Workplaces for Women, 2021 Best Workplaces for Inclusion, and 2020 and 2021 Best Workplace in Ontario.

The core values at Picton Mahoney guide the employee experience and contribute to the culture which fosters strong, transparent relationships.

Why Work at Picton Mahoney
?

Picton Mahoney Asset Management is a place where employees can be proud of building a rewarding career that offers growth and the opportunity to evolve within a supportive culture that focuses on professional development.

Over the past 15 years, we have learned from feedback and have developed strategies and programs that enhance employee engagement and improve the employee experience.

As our values state:
_We work together; fully engaged and aligned. We support each other, and our actions contribute to the strategic goals of our firm.

We are highly focused on continuous improvement while driving positive change and stronger results across our team and the firm.

We believe in integrity and always "doing the right thing" for our clients, colleagues and the firm. We are committed to performance, excellence and winning.

At Picton Mahoney, "stepping up" is an action, not a thought, which results in the development and implementation of those ideas.

We accept full responsibility for personal performance and results.

We believe in being open when providing and receiving feedback, because it makes us better at what we do best.

_

The Opportunity**Picton Mahoney Asset Management is presently seeking an ambitious, energetic, and relentlessly curious Associate, Retail Sales with a passion for providing investment solutions. The Associate will be a core contributor to the overall growth of PMAM's business and will partner closely with an assigned Vice President, Retail Sales (External Wholesaler) to contribute to the firm's sales growth.

Responsibilities of the Role

Demonstrate a keen focus on prospecting and growing the advisor base, position Picton Mahoney investment strategies using a consultative sales approach and close new business.
Provide ongoing support to assigned Vice President, Retail Sales (External Wholesaler(s)), sharing ideas and strategies designed to develop overall sales and client base.
Assist External Wholesaler with developing business plans and identifying opportunities for sales growth within assigned territory(s).
Provide proactive support and services to all existing supporters, respond to all inquiries and coordinate followup where required to Wholesaler interactions in a professional and timely manner.
Maintain superior knowledge and understanding as well as the ability to position Alternative Investment solutions, including Hedge Funds and Liquid Alternatives in Canada.
Capture engagements in CRM with detailed notes recording all interactions with existing clients and prospects required.
Maintain accurate records of contacts in region along with activity tracking of leads in opportunities sales funnel.
Participate in and contribute to regular team meetings and business planning sessions.

The Qualifications and Experience Required

Post secondary education in business, finance or related field.
Successful completion or working towards Canadian Securities Course certification. Other industry certifications (e.g., CIM, CFA) are considered an asset.
1+ years of previous sales experience in the financial services, investment or related industry.
Excellent verbal and written communication skills is required.
Highly motivated selfstarter with an innovative approach to driving sales.
Outstanding interpersonal and communication skills.
Ability to organize, prioritize and execute individual and team sales plans and activity.
Extensive experience working with a CRM system (Salesforce preferred).
Occasional future travel will be required.

Competencies of a Successful Leader at Picton Mahoney:

Results-Oriented: Does everything to be as productive as possible; keeps 100% focused on work; takes initiative to start and complete tasks.

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Collaboration: Relates well to all kinds of people, up, down and sideways, inside and outside the organization. Builds appropriate rapport; Builds constructive and effective relationships using diplomacy and tact; Can diffuse even high-tension situations comfortably.
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Critical Thinking: Able to objectively examine assumptions and bel